Generating CAE Reports

This section discusses how to generate reports for the Council for Aid to Education (CAE).

Page Name

Definition Name

Navigation

Usage

CAE Report (Council for Aid to Education report)

AV_RUNCTL_CAE

select Contributor Relations, then select CR Reports, then select Giving Reports, then select CAE Report

Set the parameters and run the process that generates the standardized CAE report.

Access the CAE Report page (select Contributor Relations, then select CR Reports, then select Giving Reports, then select CAE Report).

The CAE report summarizes gift income by following standards created by the Council for the Advancement and Support of Education (CASE) and the CAE. Generating the report involves running the CAE Report COBOL process (AVPCAE), then running any or all of the three processes entitled GIFTINC, GIFTINCII, and GIFTINCIV. The result is a four-part report that provides a comprehensive view of donor giving for a single institution during a specific reporting period.

When you run AVPCAE, the COBOL process gathers data from several tables and writes it to two tables:

  • AV_CAE_WRK – holds data for Parts I, II, and III.

  • AV_CAE_WRK2 – holds data for Part IV.

When you run GIFTINC, GIFTINCII, or GIFTINCIV, the reporting tool populates the report cells and calculates the report totals using the data in AV_CAE_WRK and AV_CAE_WRK2. The processes create the following sections of the report:

  • GIFTINC creates Parts I and II.

  • GIFTINCII creates Part III.

  • GIFTINCIV creates Part IV.

Important! You must run AVPCAE before running GIFTINC, GIFTINCII, and GIFTINCIV in order for the report to populate correctly.